Isaac Milligan

- Highlighted values and educated clients on Mutual Funds, Equities and Options products.

- Offered friendly and efficient service to customers, handled challenging situations with ease.

- Provided specialized support for clients with diverse portfolios and individual needs.

- Assisted clients in making impactful decisions regarding investments of large sums.

- Established rapport with Fidelity's broad network of High Networth Clients and consistently got outstanding reviews.

Assisted clients with investment related inquiries; including providing guidance, assistance in placing trades, and portfolio allocation questions.

- Helped to guide older or younger investors in choosing portfolio allocation, stressing importance of the breakdown between stocks and bonds depending on age.

- Educated investors on several market principles such as settlement timeframes, funds availability, intra-day pricing versus forward pricing, etc...

- Efficiently fielded investment related questions in a timely and friendly manner thus allowing me to satisfy the maximum amount of investors daily.

Responsible for maintaining 1000+ patient relationships and ensuring proper treatments and procedures.

- Promptly respond to customer enquiries in person or via phone, email, mail or social media.

- Quickly and efficiently open customer accounts by accurately recording account data.

- Increased active patient base by ~10% month to month.

Developed and improved client relationships with a focus on needs based sales

- Received awards for performance in the year of 2019.

- Kept records of customer interactions, processed customer accounts and filed documents.

- Collaborated with team to quickly resolve customer complaints with appropriate action.

- Effectively managed dozens of customer complaints and requests each day